SRH REIT Covered Call is an exchange-traded fund on ARCA. As of Q3 2025, 5 institutional investors hold shares in this ETF, with total holdings valued at $49.2M. Rocky Mountain Advisers, LLC is the largest holder with a position valued at $48.6M.
Overview of institutional ownership in SRHR as of Q3 2025
Institutions with the largest positions in SRHR as of Q3 2025
| Institution | Position Value |
|---|---|
Rocky Mountain Advisers, LLC Long Only Manager | $48.6M 14.21% of portfolio |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $313.1K 0.00% of portfolio |
Goss Wealth Management LLC RIA/Wealth | $244.5K 0.00% of portfolio |
R ROYAL BANK OF CANADA Institution | $22.7K 0.00% of portfolio |
UBS Group AG Institution | $2.5K 0.00% of portfolio |
Janney Montgomery Scott LLC RIA/Wealth | - 0.00% of portfolio |
Institutional buying and selling activity for SRHR in Q3 2025
| Institution | Net Bought |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$313.1K +5.7K shares |
R ROYAL BANK OF CANADA Institution | +$16.6K +300.0 shares |
Rocky Mountain Advisers, LLC Long Only Manager | +$2.0K +37.0 shares |
| Institution | Net Sold |
|---|---|
Janney Montgomery Scott LLC RIA/Wealth | −$266.6K −4.9K shares |
Goss Wealth Management LLC RIA/Wealth | −$27.6K −499.0 shares |
Institutions that initiated new positions or completely exited SRHR in Q3 2025
| Institution | Position Value |
|---|---|
| No new positions found | |
| Institution | Previous Position |
|---|---|
Janney Montgomery Scott LLC RIA/Wealth | $266.6K 4.9K shares |
Institutions with the largest Call and Put options positions in SRHR as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with SRHR as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Rocky Mountain Advisers, LLC Long Only Manager | 14.21% $48.6M |
Goss Wealth Management LLC RIA/Wealth | 0.00% $244.5K |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | 0.00% $313.1K |
R ROYAL BANK OF CANADA Institution | 0.00% $22.7K |
UBS Group AG Institution | 0.00% $2.5K |
Janney Montgomery Scott LLC RIA/Wealth | 0.00% - |
Discover hedge funds investing in SRHR

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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